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Create case tasks from new reception records immediately

Create case tasks from new reception records immediately

Your reception task rows go untriaged when records lack a matched matter, delaying case setup and staff prep. This creates tasks and matter notes so intake coordinators have context same day.

Create case tasks from new reception records immediately

Overview

Stop manual triage of reception rows and give intake coordinators immediate, matter-linked work items. Tasks and matter notes appear within minutes so staff can act with full context same day.

Create case tasks from new reception records immediately